Chad Roosth

Chad Roosth has a diverse and extensive work experience in investment banking and financial firms. Chad started their career in 2005 as a Research Associate at Greenwich Associates. Later, they worked as a Credit Analyst at Stone Tower Capital from 2007 to 2010. In 2010, Chad joined MTS Health Partners as an Investment Banking Analyst, specializing in healthcare-related M&A and capital raising. After that, they moved to Threadstone Advisors as an Investment Banking Associate. In 2014, Chad became an Investment Banking Associate at Duff & Phelps, where they focused on M&A, capital raising, and restructuring transactions in the consumer retail sector. Most recently, Chad has been working as an Investment Banking Director at Telsey Advisory Group, where they are responsible for sourcing and executing investment banking transactions for consumer, retail, food & beverage, and restaurant clients, including participating in numerous public equity offerings.

Chad Roosth attended Kinkaid from 1997 to 2001, however, no degree or field of study information is available for this institution. Chad then went on to study at the University of Pennsylvania from 2001 to 2005, where they obtained a Bachelor of Arts (B.A.) degree in Political Science and Government. In addition to their formal education, Chad has pursued additional certifications, including being a CFA Exam Level II Candidate from the CFA Institute and holding certifications in Series 7 from FINRA. No specific information about the obtained month or year for these certifications is provided.